Conner Joseph Thompson
Investment Adviser Representative at Betterment
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Conner Joseph Thompson is an investment adviser representative with Betterment in New York, NY, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Indiana, New York, and Texas.
Office
Advisors at this office: 24
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana, New York, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BettermentMar 2022 – no end date reportedNew York, NY
- Catholic Charities of NE KansasSep 2021 – Mar 2022Kansas City, KS
- Stepp and RothwellMay 2021 – Aug 2021Overland Park, KS
- Office for Financial Success (University of Missouri)Apr 2019 – May 2021Columbia, MO
- University of Missouri - ColumbiaJan 2019 – May 2021Columbia, MO
- Pumpkin Place DaycareAug 2018 – Dec 2018Morton, IL
- Morton Public PoolMay 2018 – Aug 2018Morton, IL
- International Office at Illinois Central CollegeJan 2018 – May 2018East Peoria, IL
- Illinois Central CollegeMay 2017 – Jan 2019East Peoria, IL
- Morton High SchoolAug 2013 – May 2017Morton, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Betterment
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.0025
- Digital (below $24,000 or no recurring deposit)0.00%
- Digital (above $24,000 or with $200 recurring deposit)0.25%
- Premium Services0.65%
- HSA accounts0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 28
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-70171
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Betterment
Showing 12 of 28 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Conner Joseph Thompson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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